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Cass Information Systems

160 hedge funds and large institutions have $358M invested in Cass Information Systems in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

15% more capital invested

Capital invested by funds: $311M → $358M (+$47.2M)

5.76% more ownership

Funds ownership: 57.32%63.08% (+5.8%)

3% more funds holding

Funds holding: 155160 (+5)

6% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 54

Holders
160
Holders Change
+5
Holders Change %
+3.23%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
26
Increased
51
Reduced
54
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Private Trust Company
Ohio
$12.8K
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$11.6K
WAG
128
Wilkerson Advisory Group
Missouri
$9.86K +$88 +2 +0.9%
AF
129
Allworth Financial
California
$9.69K +$2.16K +49 +29%
UB
130
UMB Bank
Missouri
$8.85K
SPIA
131
Steward Partners Investment Advisory
New York
$7.48K
NA
132
NewEdge Advisors
Louisiana
$6.38K
Optiver Holding
133
Optiver Holding
Netherlands
$5.72K +$1.41K +32 +33%
PWPS
134
Pinnacle Wealth Planning Services
Ohio
$5.59K
SCM
135
Sterling Capital Management
North Carolina
$4.93K -$2.64K -60 -35%
Los Angeles Capital Management
136
Los Angeles Capital Management
California
$4.45K
BCM
137
Boreal Capital Management
Florida
$4.4K
HCA
138
Harbor Capital Advisors
Illinois
$4K +$1.72K +39 +95%
UBS AM
139
UBS AM
Illinois
$3.74K +$2.07K +47 +124%
EP
140
Essential Partners
California
$3.61K +$1.58K +36 +78%
PA
141
Parallel Advisors
California
$3.35K +$1.1K +25 +49%
RIL
142
Rothschild Investment LLC
Illinois
$2.46K +$1.63K +37 +195%
QCG
143
Quadrant Capital Group
Ohio
$2.16K
MCM
144
MAI Capital Management
Ohio
$2.16K +$1.89K +43 +717%
S
145
SignatureFD
Georgia
$1.89K
VCM
146
Versant Capital Management
Arizona
$1.63K +$1.63K +37 New
Osaic Holdings
147
Osaic Holdings
Arizona
$1.28K
SAM
148
Smartleaf Asset Management
Massachusetts
$1.19K
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$880 +$881 +20 New
TWD
150
True Wealth Design
Ohio
$837 +$352 +8 +73%